Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help equity-compensated tech professionals steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard. Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts. Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work, you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

Miguel Vazquez is a CFA® charterholder with 20 years of industry experience. He is the principal and sole advisor at MAV Wealth, LLC, an independent registered investment adviser based in Las Vegas, NV. His prior roles include positions at Morgan Stanley and Northern Trust. MAV Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term, fundamental-analysis investment approach, focusing on diversified portfolios primarily using ETFs and low-cost mutual funds, while also recommending and overseeing unaffiliated independent managers as appropriate.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Lance Lipoufski is the principal advisor at Noble Advisory Group LLC in Waco, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and also operates Family Financial Services, where he works as an insurance agent. Noble Advisory Group primarily serves individual clients by providing financial planning, consulting, qualified plan consulting, and public educational seminars, acting mainly as a solicitor that refers client assets to third-party investment managers. The firm does not custody client assets and focuses on administrative and liaison services while selected managers handle portfolio management.

Kwadwo Osei is a CFA® charterholder and the sole principal of Atwima Wealth Management LLC, with one year of experience in the financial industry. He previously worked at Integrity Growth Partners as Vice President of Finance and Chief Compliance Officer, and has held roles at CIM Group and Citizens Financial Group. Osei maintains a full-time finance and compliance position at Integrity Growth Partners, a private equity firm. Atwima Wealth Management LLC provides asset management and financial planning services to individuals and small business owners, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, and cryptocurrency. The firm employs both fundamental and technical analysis and manages accounts on a non-discretionary basis, incorporating various investment strategies and alternative investments.

George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Connor Carbullido is the principal of Civitas Management LLC, an independent financial advisory firm. He holds a Series 65 designation and has recently transitioned into the financial advisory industry following prior roles at Yahoo, Inc. and other positions. Civitas Management LLC is a state-registered, fee-only investment adviser that provides financial planning and portfolio management services primarily to individuals and high-net-worth clients. The firm uses a client-tailored approach to asset allocation, employing a combination of active and passive strategies with periodic portfolio rebalancing.

Evelyn Blum is a financial advisor at Marshall Point Advisors LLC with 19 years of industry experience. She holds a Series 65 designation and has been with the firm since its founding in 2007. Outside of advising, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business based in Port Clyde, Maine. Marshall Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary portfolio management alongside consulting services, employing a disciplined, research-driven approach that combines fundamental and technical analysis with tactical risk management.

Monica Gamblin is the principal of Integra Wealth Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at The Gamblin Group, LLC since 2012, where she is involved in tax representation, financial advising, and tax preparation. Her prior firms include First Heartland Consultants, Inc., New England Securities, and Edward Jones. Integra Wealth Advisors serves individual clients by providing comprehensive financial planning and tax-related services, with a focus on tax expertise as the principal is an IRS-designated Enrolled Agent. The firm acts as a solicitor to third-party money managers, offers educational seminars, and provides consulting on a fixed-fee or hourly basis rather than managing assets directly.

Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.

Leigh Crawford is the sole advisor at Crawford Capital, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds a Series 65 designation and has 11 years of industry experience. Crawford has managed his firm since 2009. Crawford Capital provides discretionary portfolio management primarily to high-net-worth individuals and their personal trusts, as well as select endowments and foundations. The firm employs two directional, long-short equity strategies focused on publicly traded equities, using microeconomic and fundamental research to identify high-conviction investment ideas.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

Eeshan Ahuja is a financial advisor at Baker Street Investment Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked as an independent private equity investor and at Woodlawn Partners. Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, serving a broad mix of entities including banks, sovereign wealth funds, pension plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and concentrated, long-term equity ownership, with flexibility to invest across various asset classes and employ derivatives, margin, and short-selling as appropriate.

Loc Tran is the sole advisor at JHL Investment Firm Inc in Westminster, CA, holding a Series 65 credential with eight years of industry experience. He has managed JHL Investment Firm since 2018 and is also involved in insurance sales as the CEO of Tran Insurance Agency and an agent at Lords Insurance Agency, businesses he has been part of since 2011 and 2016 respectively. Loc Tran additionally works as a seasonal tax preparer. JHL Investment Firm Inc provides non-discretionary asset management and financial planning services primarily to individual clients. The firm’s investment approach centers on fundamental analysis and tailored strategies aligned with client goals and risk tolerance, with client approval required before executing trades.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO, holding a Series 66 designation. He has experience working with UBS Financial Services and Fidelity Investments. Outside of finance, he has worked in roles ranging from education to sports instruction. Ascend Private Wealth Management provides combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm's investment approach combines bottom-up fundamental and technical analysis with macroeconomic-driven tactical asset allocation, using both active security selection and selective passive strategies.